The Kobeissi Letter
The Kobeissi Letter|Nov 11, 2026 19:55
Cost effectiveness of AI is becoming a hot topic. As AI adoption accelerates, the focus is increasingly shifting from simply building more powerful models to maximizing the value generated by every dollar spent. Not every task requires the most expensive or advanced AI model. In fact, the global AI inference software market is projected to grow from $21.1 billion in 2026 to $80.9 billion by 2033, representing +283% growth. As companies deploy AI at scale, reducing costs without sacrificing performance will be increasingly important. The next phase of AI is about efficiency, not just computing power.
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